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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,111 | $95,188+24.1% | $76,518+54.4% | $135,380-12.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | 4.85%-12.8pp | -0.27%-7.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,150 | $3,303-65.2% | $2,647-56.6% | $4,779-75.9% |
| Participant deferral / active EE | $12,198 | $4,640+162.9% | $3,836+218.0% | $5,609+117.5% |
| Admin fee / account holder | $1,113 | $6,249-82.2% | $4,849-77.1% | $10,828-89.7% |